Bookkeeping Services
Initial Bookkeeping Consultation
FREE initial consultation
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​Let’s meet over the phone to explore your needs and see if we will be a good fit
Get Started With Quickbooks Online
Get started in Quickbooks or I begin performing bookkeeping tasks within your existing QuickBooks Online application.
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Organize & input existing transactions to current date.
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During this initial phase (usually three months) fees are billed at an hourly rate.
Ongoing Monthly Bookkeeping Services
After the first couple months of working together — once your books are set up and cleaned up — we agree on a fixed monthly rate so you know how much you’ll pay each month.
Services Provided
Ongoing Monthly Support
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Download & categorize monthly transactions into QuickBooks 
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Optional add-ons: invoicing, bill pay, income categorization, etc. 
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Email monthly financial statements to client 
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Monthly correspondence regarding financial status 
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Serve as liaison between client & accountant throughout year 
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Note: Work is completed from my home office 
Service Not Provided
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Legal business advice 
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Tax preparation 
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Manual payroll (I will work with your payroll company: ADP, Gusto, Paycor etc.) 
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On-site bookkeeping 

